GuideStep by step

Learn BrokerPromote.One step at a time.

Every feature in short steps, with a picture of each step and a video if you'd rather watch. Start with the tour, then go straight to the part you need.

20guides
118steps
CCEnglish subtitles
BrokerPromote: the complete walkthrough16:46
01Getting started

Getting started: the menu, Home, search and All tools

Find your way around: the menu, Home, search and every tool in one place. 6 steps · 1:22 video

  1. The menu

    Welcome to BrokerPromote. Let's take a quick tour. The menu on the left holds seven sections. Click a section to see its pages.

    Getting started: the menu, Home, search and All tools, step 1: The menu
  2. Home

    Home is your day at a glance. The top row shows what needs you: new leads, posts to approve and messages to answer. Below are this month's marketing numbers and the listings that need fixing.

    Getting started: the menu, Home, search and All tools, step 2: Home
  3. Quick actions

    The shortcuts under the search box take you straight to everyday jobs, like adding a property, creating a post or boosting one.

    Getting started: the menu, Home, search and All tools, step 3: Quick actions
  4. Search

    Search from the box at the top, or press Control K. It finds properties, leads and tools.

    Getting started: the menu, Home, search and All tools, step 4: Search
  5. All tools

    All tools opens every tool in one panel, grouped by job. Type to find one, and pin the tools you use most to your menu.

    Getting started: the menu, Home, search and All tools, step 5: All tools
  6. Language

    Switch between English and Arabic at the top. In Arabic, the whole portal turns right to left.

    Getting started: the menu, Home, search and All tools, step 6: Language
02Getting started

Customise your Home

Choose the widgets on your Home, then order and size them. 4 steps · 0:41 video

  1. Open Customise

    Home can show the widgets that matter most to you. Click Customise at the top right.

    Customise your Home, step 1: Open Customise
  2. Choose widgets

    Each widget has a switch. Turn on the ones you want and turn off the rest.

    Customise your Home, step 2: Choose widgets
  3. Order and size

    Drag a widget to change its place, and choose how wide it is.

    Customise your Home, step 3: Order and size
  4. Your layout

    Close the panel, and your layout is saved. Everyone on your team has a Home of their own.

    Customise your Home, step 4: Your layout
03Properties

Add a property

Add a listing in nine guided steps, from listing type to publishing. 9 steps · 1:15 video

  1. Listing type

    To add a listing, open Properties and choose Add Property. First, choose how it is offered, off-plan, sale or rent, and the type of property.

    Add a property, step 1: Listing type
  2. Property details

    Give the listing a clear title and a description.

    Add a property, step 2: Property details
  3. Price and area

    Enter the price and the size.

    Add a property, step 3: Price and area
  4. Location

    Add the emirate, the community and the address.

    Add a property, step 4: Location
  5. Specifications

    Add the bedrooms, the bathrooms and the developer.

    Add a property, step 5: Specifications
  6. Media

    Upload the photos, a brochure and the permit.

    Add a property, step 6: Media
  7. Amenities

    Tick the facilities and features.

    Add a property, step 7: Amenities
  8. SEO

    SEO sets how the listing appears in search engines.

    Add a property, step 8: SEO
  9. Publication

    Finally, review everything and publish. The listing appears in Property Listing, ready to market.

    Add a property, step 9: Publication
04Properties

Property Listing: views, filters and actions

Filter and search your listings, switch views and act on each one. 5 steps · 1:00 video

  1. Your listings

    Property Listing holds every listing in the brokerage: the projects synced from developers and the listings you add yourself.

    Property Listing: views, filters and actions, step 1: Your listings
  2. Filter and search

    Filter by off-plan, sale or rental, or search by name.

    Property Listing: views, filters and actions, step 2: Filter and search
  3. Three views

    Switch between card view, table view and map view.

    Property Listing: views, filters and actions, step 3: Three views
  4. Each listing

    From any listing you can view it, edit it, mark it as featured, share it on WhatsApp, or open it in Social Studio to make a post.

    Property Listing: views, filters and actions, step 4: Each listing
  5. Developers' projects

    Developers shows the developers whose projects sync into your list automatically.

    Property Listing: views, filters and actions, step 5: Developers' projects
05Social Studio and publishing

Create a post in Social Studio

Turn a listing into a post: choose a design, size and language, and publish. 7 steps · 1:34 video

  1. Open Social Studio

    Social Studio turns any listing into a social media post. Open it from the Marketing menu, or with Create post on Home.

    Create a post in Social Studio, step 1: Open Social Studio
  2. Choose the listing

    Choose the listing. Each one shows whether it is ready, missing its permit, or still a draft. Pick a ready one and continue.

    Create a post in Social Studio, step 2: Choose the listing
  3. Choose a design

    Choose a design from the templates on the right: eighty-four of them, in seven colour tones. Filter by the kind of post, like Just Listed or Price Drop.

    Create a post in Social Studio, step 3: Choose a design
  4. Size and language

    Choose the size: square, portrait, story or wide. Then choose English, Arabic, or both.

    Create a post in Social Studio, step 4: Size and language
  5. The listing's details

    On the left, switch the listing's details on or off, like the payment plan or the handover date. The permit number and the QR code stay on the post.

    Create a post in Social Studio, step 5: The listing's details
  6. Preview and checks

    Press Preview to see the post as it will look on each platform. BrokerPromote checks the captions and the compliance details for you.

    Create a post in Social Studio, step 6: Preview and checks
  7. Publish

    Press Publish, choose where it goes, and publish it now or schedule it for later.

    Create a post in Social Studio, step 7: Publish
06Social Studio and publishing

Edit a design: text, photos, elements and the permit block

Change text and photos, add elements, arrange layers and keep the permit block. 7 steps · 1:06 video

  1. Edit the text

    Double-click any text on the post to change it. Your changes apply to this design only, never to the listing itself.

    Edit a design: text, photos, elements and the permit block, step 1: Edit the text
  2. Photos

    Click a photo on the left to make it the main photo of the post.

    Edit a design: text, photos, elements and the permit block, step 2: Photos
  3. Elements

    The Elements tab adds text, shapes, stickers and icons.

    Edit a design: text, photos, elements and the permit block, step 3: Elements
  4. Move and resize

    Drag anything to move it, and use the handles to resize it. Guides help you line things up.

    Edit a design: text, photos, elements and the permit block, step 4: Move and resize
  5. Layers

    Layers lists everything on the post. Lock or hide a layer, or change the order.

    Edit a design: text, photos, elements and the permit block, step 5: Layers
  6. The permit block

    The permit block can move to another corner, but it can't be made smaller. For Dubai and Abu Dhabi listings it must stay on the post.

    Edit a design: text, photos, elements and the permit block, step 6: The permit block
  7. Undo and save

    Undo and redo are at the top, and your design saves itself as you work.

    Edit a design: text, photos, elements and the permit block, step 7: Undo and save
07Social Studio and publishing

Publish, schedule and track posts

Publish now or later on every platform and follow each post’s status. 5 steps · 0:55 video

  1. Publish

    When the design is ready, press Publish. The destinations you used last time are already ticked.

    Publish, schedule and track posts, step 1: Publish
  2. Choose where

    Tick the accounts to post to. Platforms with no publishing option for apps, like WhatsApp Status, are shared from your phone.

    Publish, schedule and track posts, step 2: Choose where
  3. Now or later

    Publish now, or choose a date and time to schedule the post.

    Publish, schedule and track posts, step 3: Now or later
  4. Track every post

    Scheduled and Published lists every post, with its status on each platform: scheduled, published, or needs attention.

    Publish, schedule and track posts, step 4: Track every post
  5. Quick Publish

    In a hurry? Quick Publish posts a listing in one step, using your default design.

    Publish, schedule and track posts, step 5: Quick Publish
08Social Studio and publishing

Connect your social accounts

Connect your pages and profiles, and manage who can use them. 5 steps · 0:53 video

  1. Connected Accounts

    Connected Accounts holds every social account your team can post to. Open it from the Marketing menu.

    Connect your social accounts, step 1: Connected Accounts
  2. Connect an account

    Choose a platform at the top, like Instagram or Facebook Page, and sign in. BrokerPromote asks only for the permissions it needs.

    Connect your social accounts, step 2: Connect an account
  3. Status and limits

    Each account shows its status, how long its sign-in lasts, and how much it has posted today.

    Connect your social accounts, step 3: Status and limits
  4. Manage access

    Manage access decides who on your team can post to each account.

    Connect your social accounts, step 4: Manage access
  5. Reconnect

    If a sign-in expires, Reconnect brings the account back in a moment.

    Connect your social accounts, step 5: Reconnect
09Social Studio and publishing

Brand Kit and Studio settings

Set your colours, logo and defaults, templates, tones and publishing rules. 6 steps · 1:05 video

  1. Brand Kit

    The Brand Kit holds your logo, colours, fonts and contact details. Every design uses it automatically.

    Brand Kit and Studio settings, step 1: Brand Kit
  2. Colours

    Click a colour to change it, choose a preset, or extract the colours from your logo.

    Brand Kit and Studio settings, step 2: Colours
  3. Defaults

    Set the disclaimer, the call to action, your hashtags and the contact shown on creatives. Then save your changes.

    Brand Kit and Studio settings, step 3: Defaults
  4. Studio settings

    Studio settings decides which templates and colour tones your team can use.

    Brand Kit and Studio settings, step 4: Studio settings
  5. Templates and tones

    Switch any template or tone on or off, and set the default. Preview them with any of your listings, in English or Arabic.

    Brand Kit and Studio settings, step 5: Templates and tones
  6. Publishing

    The Publishing tab shows your plan's limits, the default destinations, and the approval workflow.

    Brand Kit and Studio settings, step 6: Publishing
10Ads and leads

Boost a post

Turn a post into a Facebook and Instagram ad: goal, audience and budget. 7 steps · 1:13 video

  1. Start

    Boosting turns a published post into a Facebook and Instagram ad. Open Boost and Ads, and press Boost a post.

    Boost a post, step 1: Start
  2. Choose the post

    Choose one of your published posts.

    Boost a post, step 2: Choose the post
  3. Choose the goal

    Choose what you want from the ad: WhatsApp chats, calls, visits to the listing, or reach.

    Boost a post, step 3: Choose the goal
  4. Audience

    Choose who sees it: the area on a map, the age range and their interests. Meta's rules for housing ads are applied for you.

    Boost a post, step 4: Audience
  5. Budget

    Set a daily budget and an end date. You'll see the reach to expect for that budget.

    Boost a post, step 5: Budget
  6. Review and boost

    Check the details and the total cost, then press Boost. Meta reviews the ad, and it goes live.

    Boost a post, step 6: Review and boost
  7. Results

    Boost and Ads shows the spend, reach, leads and cost per lead of every campaign.

    Boost a post, step 7: Results
11Ads and leads

Create a lead ad, with custom targeting

Run a lead ad with a form, and target areas on a map. 7 steps · 1:07 video

  1. Start

    A lead ad collects buyers' details with a form inside Facebook and Instagram. Open Boost and Ads, and press Create lead ad.

    Create a lead ad, with custom targeting, step 1: Start
  2. Property

    Choose the property to advertise.

    Create a lead ad, with custom targeting, step 2: Property
  3. The ad

    Choose the design and write the text and the headline.

    Create a lead ad, with custom targeting, step 3: The ad
  4. Lead form

    Choose what the form asks: their name and phone number, and questions like when they want to buy.

    Create a lead ad, with custom targeting, step 4: Lead form
  5. Custom targeting

    Full custom targeting lets you mark the areas on a map, pin places with a radius, and choose ages and interests. You'll see the size of your audience as you go.

    Create a lead ad, with custom targeting, step 5: Custom targeting
  6. Budget

    Set the daily budget and the end date.

    Create a lead ad, with custom targeting, step 6: Budget
  7. Review and submit

    Review everything and submit. Every lead the form collects arrives in Leads, with the listing's agent.

    Create a lead ad, with custom targeting, step 7: Review and submit
12Ads and leads

Manage your leads

Filter, open, update and assign leads, and the fifteen-minute rule. 6 steps · 1:04 video

  1. Every lead

    Leads lists every enquiry in the brokerage: from Meta lead ads, your website, the portals and social media.

    Manage your leads, step 1: Every lead
  2. Filter

    Filter by status, by source or by agent, or search by name, phone or property.

    Manage your leads, step 2: Filter
  3. Open a lead

    Open a lead to see the buyer's details, the property they asked about, and everything that has happened since.

    Manage your leads, step 3: Open a lead
  4. Update the status

    As you work the lead, move it along: contacted, viewing booked, and then deal won or lost.

    Manage your leads, step 4: Update the status
  5. Assign

    Assign a lead to another agent when needed.

    Manage your leads, step 5: Assign
  6. The fifteen-minute rule

    A new lead goes to the listing's agent. If they don't open it within fifteen minutes, it moves to the owner, because buyers call the next agent.

    Manage your leads, step 6: The fifteen-minute rule
13Ads and leads

The social inbox

Answer messages and comments from every platform, or turn them into leads. 5 steps · 0:52 video

  1. One inbox

    The Inbox collects messages, comments and mentions from every connected account, in one list.

    The social inbox, step 1: One inbox
  2. Filter

    Filter by platform, by type and by status, to see what needs a reply.

    The social inbox, step 2: Filter
  3. Reply

    Open a conversation and reply. Use a saved reply, send a property card, or start from a suggested reply.

    The social inbox, step 3: Reply
  4. Reply windows

    The reply box shows each platform's rules, like how long you have to answer a message.

    The social inbox, step 4: Reply windows
  5. Assign or make a lead

    Assign the conversation to someone else, or turn it into a lead in one click.

    The social inbox, step 5: Assign or make a lead
14Analytics and integrations

Analytics

Your website, social media, portals, ads and leads on one page, with goals and alerts. 6 steps · 1:13 video

  1. Overview

    Analytics puts every number on one page. The top row shows visitors, listing views, people reached, enquiries, ad spend and the cost of each enquiry.

    Analytics, step 1: Overview
  2. Filters

    Choose the dates and compare with the previous period. Filter by agent, by source or by listing.

    Analytics, step 2: Filters
  3. Charts

    See enquiries over time, the marketing funnel, where enquiries come from, and how each channel performs.

    Analytics, step 3: Charts
  4. Each source

    The tabs go deeper: Website, Social, Portals, Ads, Leads and Listings.

    Analytics, step 4: Each source
  5. Goals and alerts

    Set monthly goals to track your progress, and act on the alerts, such as leads left waiting.

    Analytics, step 5: Goals and alerts
  6. Views and export

    Save the filters you use most as a view, and export a report.

    Analytics, step 6: Views and export
15Analytics and integrations

Connect the property portals and Google

Connect Property Finder, Bayut and dubizzle, and your Google services. 5 steps · 1:04 video

  1. Integrations

    Integrations connects the UAE property portals and your Google services. Open it from the Marketing menu.

    Connect the property portals and Google, step 1: Integrations
  2. Property Finder

    To connect Property Finder, paste the keys from PF Expert, then match your agents to theirs by BRN.

    Connect the property portals and Google, step 2: Property Finder
  3. Bayut and dubizzle

    Bayut and dubizzle share one feed. Copy your feed link into Profolio, and both portals read your listings from it.

    Connect the property portals and Google, step 3: Bayut and dubizzle
  4. What goes to the portals

    Every published listing with a valid permit goes to the portals automatically. Their enquiries arrive in Leads.

    Connect the property portals and Google, step 4: What goes to the portals
  5. Google

    Sign in to Google once, then set up Search Console, Google Analytics, Business Profile and Google Ads. Their numbers appear in Analytics.

    Connect the property portals and Google, step 5: Google
16Community and websites

Community and co-broking

Share listings, match requirements, chat, sign agreements and follow deals. 7 steps · 1:24 video

  1. Community Feed

    The Community Feed shows listings shared by agents across BrokerPromote. Filter by emirate, or show only exclusives.

    Community and co-broking, step 1: Community Feed
  2. Share a property

    Share one of your listings with the Community, and mark it exclusive or open to co-broke.

    Community and co-broking, step 2: Share a property
  3. Requirements

    On the Requirements board, agents post what their buyers and tenants need. Requirements that match your listings are flagged for you.

    Community and co-broking, step 3: Requirements
  4. Connect and chat

    Send another agent a connection request. Once they accept, you can chat privately.

    Community and co-broking, step 4: Connect and chat
  5. Agreements

    Draft a co-broking agreement, negotiate it, and sign it. The signed copy and its history are kept here.

    Community and co-broking, step 5: Agreements
  6. Deals

    Follow each co-broking deal from the first contact to viewing, offer, agreement and closing.

    Community and co-broking, step 6: Deals
  7. Your profile

    My Community Profile controls what other agents can see about you, and where you verify your RERA registration.

    Community and co-broking, step 7: Your profile
17Community and websites

Your website: themes, customisation and pages

Choose a theme, set colours and fonts, edit pages and connect your domain. 5 steps · 0:59 video

  1. Themes

    Your brokerage website is managed from the Website menu. Start with Themes, and choose the look you like.

    Your website: themes, customisation and pages, step 1: Themes
  2. Customise

    Theme Customization sets your colours, fonts, header and footer, with a live preview on desktop, tablet and phone.

    Your website: themes, customisation and pages, step 2: Customise
  3. Pages

    Website Pages lists the pages of your site. Edit any of them in the page builder.

    Your website: themes, customisation and pages, step 3: Pages
  4. Hero images

    Page Hero Images sets the large image at the top of each page.

    Your website: themes, customisation and pages, step 4: Hero images
  5. Your domain

    Connect your own domain in Settings, under Domain Setup.

    Your website: themes, customisation and pages, step 5: Your domain
18Community and websites

Agent websites

Give every agent a profile site on your domain, approved by you. 6 steps · 1:02 video

  1. My website

    Every agent can have a profile site of their own on the brokerage's domain. Open My website from the Website menu.

    Agent websites, step 1: My website
  2. Address and layout

    Choose the address and a layout: Classic, Showcase or Minimal.

    Agent websites, step 2: Address and layout
  3. About you

    Write a short introduction, and add your languages, areas and specialities. The preview shows the site as you type.

    Agent websites, step 3: About you
  4. Submit

    Submit the site. It waits for the brokerage to approve it.

    Agent websites, step 4: Submit
  5. Approve

    Managers see every agent's site in Agent websites, with its status, visitors and enquiries, and approve it from there.

    Agent websites, step 5: Approve
  6. Live

    Once approved, the site goes live with the agent's published listings, and every enquiry arrives in Leads.

    Agent websites, step 6: Live
19Team and billing

Users and permissions

Invite your team, give each person a role and choose what they can see and do. 5 steps · 1:06 video

  1. People

    Users and permissions lists everyone on your account, with their role, team and access.

    Users and permissions, step 1: People
  2. Invite a person

    To add someone, press Add person, enter their details, and choose their role and team. They receive an invitation.

    Users and permissions, step 2: Invite a person
  3. Roles

    There are five roles: Tenant Owner, General Manager, Manager, Team Leader and Agent. Each comes with sensible permissions.

    Users and permissions, step 3: Roles
  4. Permissions

    Permissions shows, for each part of the portal, what a person can see, create or manage, and whose records: their own, their team's, or everyone's.

    Users and permissions, step 4: Permissions
  5. Teams

    Teams group agents under a team leader.

    Users and permissions, step 5: Teams
20Team and billing

Plans and invoices

Compare plans, upgrade and find your tax invoices. 5 steps · 0:47 video

  1. Your plan

    Subscription Plan shows your current plan, this billing period, and when it renews.

    Plans and invoices, step 1: Your plan
  2. Compare plans

    Compare Starter, Brokerage and Agency, and what each one includes.

    Plans and invoices, step 2: Compare plans
  3. Upgrade

    Upgrade at any time. You pay only the difference for the rest of the period, plus VAT.

    Plans and invoices, step 3: Upgrade
  4. Invoices

    Every payment issues a tax invoice automatically. Open Invoices to view or print one.

    Plans and invoices, step 4: Invoices
  5. Billing details

    Billing details sets the name and address printed on your next invoice.

    Plans and invoices, step 5: Billing details
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